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WHERE WILL YOUR JOURNEY BEGIN?
Shaping Wealth experiences range from an easy-and-fun engagement dashboard to immersive coaching programs. Our most forward-looking clients mix-and-match experiences tailored toward motivating talent and engaging clients. Choose the adventure that's right for you based on your on your aspirations, energy, and budget.
OUTSOURCED CHIEF BEHAVIORAL OFFICER
The Outsourced Chief Behavioral Officer platform delivers you a flow of weekly, monthly, and quarterly applied behavioral insights and tools that are easy-to-understand and easy-to-share. This subscription-based experience takes place through a beautiful proprietary dashboard with hundreds of impactful, original pieces of content.
FOUNDATIONS OF BEHAVIORAL ADVICE
Your starting point to understand and improve the human experience of money – for you, your team, and your clients. This 4-part seminar is open to any member of a wealth management firm, both advisors and non-advisors. Consider Foundations as the first step in fortifying a human-centric wealth culture that motivates teams and leads to exceptional client experiences.
BUILDING THE BEHAVIORAL ADVISOR
Building the Behavioral Advisor is an immersive coaching program its alumni refer to as “transformational” for themselves not only as advisors but as people. This carefully-crafted experience trains “player-coaches” in the quest for funded contentment. It combines live instruction, peer-to-peer learning, self-paced study, and guided self-reflection. Advisors walk away from BTBA with an extensive and original toolkit to motivate deeper, more trusting, longer-term client engagements and multi-generational loyalty.
NAVIGATOR
The Navigator Series enhances client meetings using financial planning psychology. This training covers screening, discovery, plan presentation, and ongoing engagement through four workshops. Learn frameworks, questions, and scripts to build relationships and scale your business. Limited-capacity workshops employ experiential learning for busy professionals.
SPEAKING
The Shaping Wealth team channels decades of hard-earned expertise in finance, psychology, neuroscience, and philosophy into a range of keynote talks and workshops designed to spark curiosity and drive transformative change. From inspired wisdom on how money fits into a meaningful life to impactful advice on the psychology of financial planning to topics targeted to particular client events, Shaping Wealth keynotes challenge and delight audiences across the world.
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